Monday, August 10, 2026. Nifty holds above 24,500, Sensex flat. Strong earnings clashed with crude oil anxiety and that’s the whole day in one sentence.

FPIs finally flipped—₹3,358 crore into IT stocks in July, first time in 2026. That rotation matters more than the index level. Adani vs BSE noise got louder. “Lying brazenly over airline plans” is a headline that keeps lawyers busy but traders mostly ignored it. Bank of Japan warned on yen weakness, kept rate hikes on the table. Nikkei rallied 2% on AI but the BoJ vigil is a volatility gift that keeps giving. So what? Cautious open signaled by Gift Nifty. Path to 25,000 is cloudy, not closed. Crude and BoJ are the tripwires overnight.

FPIs finally flipped—₹3,358 crore into IT stocks in July, first time in 2026. That rotation matters more than the index level.